Working smarter: Limited competition has enabled larger firms to increase prices and profit

Firms in the Independent Investment Research Services industry provide an essential service to financial advisers, fund managers, superannuation funds, institutional investors and retail investors. The industry researches and rates various investment and superannuation funds to provide clear, unbiased information to large and small investors, helping to establish the optimal investment products to include in their portfolios. Research firms also provide other valuable quantitative and qualitative research and information products to assist investment companies develop financial models and make investment choices.Some fund managers have paid research firms to rate their products, leading to accusations of conflicts of interest...read more.

Industry Report - Starting a New Business Chapter

The Independent Investment Research Services industry is characterised by high barriers to entry. With the volume of independent research on investment and managed funds already high in Australia, it can be difficult for a new company to develop a new way of analysing and measuring performance that is not already available. Although it is comparatively inexpensive to establish a new independent investment research company, it can be costly to establish an investment fund ranking product and hire suitably skilled staff to analyse data and reports.It can be difficult to gain a suitably large client base to gain subscription and ranking fees due to existing independent research providers in the market. Fur...purchase to read more.

Additional Insights for the
Independent Investment Research Services
Industry

IBISWorld identifies 250 Key Success Factors for a business.The most important for the Independent Investment Research Services Industry are

Ability to alter goods and services produced in favour of market conditions

Ability to raise revenue from additional sources

Access to a highly skilled workforce

IBISWorld analysts also discuss how external factors such as Demand from financial planning and investment advice and Demand from finance in the Independent Investment Research Services industry impact industry performance..

Industry firms provide independent, third-party investment research to institutional and individual investors, corporate issuers and financial services firms. This research is generally provided to clients on the ‘buy-side’ of the investment market, such as fund managers and institutional investors. Companies that provide ‘sell-side’ investment research, such as investment banks and commercial banks, are excluded from this report.

“IBISWorld grants access to abundant information on industries which we have credit exposure in allowing for a quick and easy source for trends, key issues, risks, opportunities, competitive environment and overviews, all of which is updated frequently and presented in consistent formats.”

“Synovus... has incorporated the use of third-party trade and market data to gain insight into the performance and cash needs of its customers. For instance, it studies market reports from more than 700 industries by research company IBISWorld to better determine loan opportunities.”

“Just wanted to let you know that our students really love IBISWorld. I cannot tell you how many times it was the only place to pull up data on small industries and the Risk Rating is wonderful.”

- BB&T

- Synovus Financial Corporation

- Rice University

“Since TradingPartners started working with IBISWorld, we have been able to build upon our category knowledge providing a deeper dive into all the interrelated factors that affect each market, especially regarding global impacts to the US market.”

“IBISWorld is an extremely powerful resource for audit planning from a risk perspective (SAS 104-111), client closing interviews to demonstrate industry knowledge as a trusted advisor, and client prospecting for understanding the industry to help win new accounts.”

“The industry analysis available in IBISWorld has been a staple in our information resources for the past several years. The consistent reporting, from industry to industry, helps with our ability to compare industry performance and outlooks.”

- TradingPartners

- Rothstein Kass

- Applied Marketing

“We have utilized IBISWorld industry reports for several areas within our testing at [Client name withheld for privacy]. Whether it be the testing of goodwill/intangible revenue projections or testing the actual revenues for the current year, we have found IBISWorld to be of great use.”

“IBISWorld is a valuable resource for assisting us in current market trends in various client environments.”

“I like providing ‘best of’ professional service and your reports certainly help me do that.”

“IBISWorld grants access to abundant information on industries which we have credit exposure in allowing for a quick and easy source for trends, key issues, risks, opportunities, competitive environment and overviews, all of which is updated frequently and presented in consistent formats.”

- BB&T

“Synovus... has incorporated the use of third-party trade and market data to gain insight into the performance and cash needs of its customers. For instance, it studies market reports from more than 700 industries by research company IBISWorld to better determine loan opportunities.”

- Synovus Financial Corporation

“Just wanted to let you know that our students really love IBISWorld. I cannot tell you how many times it was the only place to pull up data on small industries and the Risk Rating is wonderful.”

- Rice University

“Since TradingPartners started working with IBISWorld, we have been able to build upon our category knowledge providing a deeper dive into all the interrelated factors that affect each market, especially regarding global impacts to the US market.”

- TradingPartners

“IBISWorld is an extremely powerful resource for audit planning from a risk perspective (SAS 104-111), client closing interviews to demonstrate industry knowledge as a trusted advisor, and client prospecting for understanding the industry to help win new accounts.”

- Rothstein Kass

“The industry analysis available in IBISWorld has been a staple in our information resources for the past several years. The consistent reporting, from industry to industry, helps with our ability to compare industry performance and outlooks.”

- Applied Marketing

“We have utilized IBISWorld industry reports for several areas within our testing at [Client name withheld for privacy]. Whether it be the testing of goodwill/intangible revenue projections or testing the actual revenues for the current year, we have found IBISWorld to be of great use.”

- Deloitte

“IBISWorld is a valuable resource for assisting us in current market trends in various client environments.”

- Marshall & Stevens

“I like providing ‘best of’ professional service and your reports certainly help me do that.”

IBISWorld’s Independent Investment Research Services market research report provides the latest industry statistics and industry trends, allowing you to identify the products and customers driving revenue growth and profitability. The industry report identifies the leading companies and offers strategic industry analysis of the key factors influencing the market.

Includes the necessary information to perform SWOT, PEST and STEER analysis.

Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.

Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.

The Independent Investment Research Services market research report includes:

Historical data and analysis for the key drivers of this industry

A five-year forecast of the market and noted trends

Detailed research and segmentation for the main products and markets

An assessment of the competitive landscape and market shares for major companies

And of course, much more

IBISWorld reports on thousands of industries around the world. Our clients rely on our information and data to stay up-to-date on industry trends across all industries. With this IBISWorld Industry Research Report on Independent Investment Research Services, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.